Virtual Assistant Client Questionnaire
A free virtual assistant client questionnaire and VA intake form. Send the questions virtual assistants ask clients before week one — hours, tasks, tools, and access — as a fillable PDF.
Client intake
For virtual assistants
Hours, tools, and access in week one
A virtual assistant client questionnaire as a fillable onboarding PDF — hours, tasks, tools, and access. Same questions VAs ask new clients.
Use the VA questionnaireProject Kickoff Questionnaire
A project kickoff questionnaire for after the contract is signed. Confirm logistics — point of contact, communication preferences, and file sharing — as a fillable PDF, not a kickoff email thread.
Project kickoff
Client Offboarding Form
A free client offboarding form and client offboarding template. Confirm access to revoke, where files live, and what is still open — a fillable project offboarding checklist, not an employee HR form.
Offboarding